See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 4-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $307,533 | $159,901+92.3% | $146,958+109.3% | $145,922+110.8% |
| Participation rate | 72.7% | 84.0%-11.3pp | 82.2%-9.4pp | 80.3%-7.5pp |
| Annual return | 17.63% | 98.13%-80.5pp | 418.34%-400.7pp | 561.29%-543.7pp |
| Employer contribution / active EE | $2,352 | $5,286-55.5% | $4,933-52.3% | $4,660-49.5% |
| Participant deferral / active EE | $10,397 | $8,428+23.4% | $8,070+28.8% | $6,688+55.5% |
| Admin fee / account holder | $183 | $15,044-98.8% | $12,998-98.6% | $13,397-98.6% |